Onboarding and Setup Timeline Last updated 24 November 2019
This timeline is intended to help you (and us!) take you from contract to planning for next year with a minimum of mystery.
And for easy reference and delegation, the graphics needs are summarized in a separate document.
First Time Setup
There are a few things you'll only need to think through the first time around, but it wouldn't hurt to read over this checklist annually to ensure nothing major has to change.
Access
Names and email addresses for the handful of people bootstrapping setup
Cosmetics
If your organization has a formal web style guide, please share it with us
Provide header logo image (max 60px tall, transparent background png)
Identify header background color
Events and registration structure
Share prior-year registration site and or event list with AlumnIQ
Discuss and document specific event nuances that may impact registration
Discuss reporting apexes - classes, affinities, schools, etc. that are necessary and desirable
AlumnIQ will make recommendations for how to structure reg based on those conversations
Financial
Secure and provide credentials for your registration payment gateway
Secure and provide credentials for your gift payment gateway
Registration Identity
Identify whether public registration is unmatched, self-match, or login required (and if so, source of auth)
Data Warehouse
Don't be intimidated. There's a whole separate document for your favorite advancement services colleague to read over.
Annual Setup
The timeline below is a sample, not a ruleset. The months are indicated based on a June or October event, respectively.
8 Months Out (November | February)
Decisions
Decide and document shared commitments to updates/revisions
Events and registration structure
Any material programmatic changes that we should be made aware of?
6 Months Out (January | April)
Configuration
AlumnIQ can roll over prior year events if desired (just ask)
Begin reviewing, updating, adding, and removing events
Begin creating packages and reviewing pricing
Discuss post-event budget reconcilation with AlumnIQ; we may recommend the creation of new virtual accounts to ease the work
Review all dates and text blurbs
Double check the list of recipients for the nightly gift report and decide if you want them daily or weekly (Monday)
Determine if you want gift officers to receive emails when their prospects register
Preview/Testing
Once you have the first package prepared, you should be making use of the "Preview/Test Registration" button to review.
Make note of any text blurbs that require revision
Cosmetic Edits
Review/update images (see the graphics needs document for a comprehensive listing)
header logo image (60px high, transparent background, png)
default hero image (1900x300 jpg, no embedded copy, focal point centered)
per-org override hero image (optional)
confirmation logo image (300x60, transparent background, png)
confirmation subhead image (optional)
The graphics specs are embedded in the admin as well.
Copy Edits
Update blurbs for
Waiver text/photo release
Confirmation email (one per registration group)
Check in/headquarters/parking
consult the what's where guide to locate each of these fields; some may need updates in multiple locations
Name Tag
Sketch your name tag and map each field back to a registration or warehouse field. Unmapped fields warrant discussion.
Three Months + One Week Out (March | July)
Testing
If necessary, request a refresh of the QA environment so you can go end-to-end with testing (usually only necessary year 1)
Self Mod
Decide whether your self mod environment will be active and, if so, in add/remove or add only mode at launch.
Users
Add additional user accounts for those who will be pulling reports, managing registration data, and/or handling remote check in
Training
AlumnIQ to conduct (if necessary) admin training for those handling registration changes
Three Months Out (March | July)
Data Warehouse
Push data set (if applicable) to AlumnIQ
Process
Schedule date/time for registration opening with AlumnIQ
Jointly open registration
Set date for confirmation email resend
Keep tabs on lingering open balances
Clean up unmatched registrants
Reporting
Set up and activate your initial scheduled reports for campus partners (if any)
Printing (if applicable)
Prepare layout graphics and send to AlumnIQ for creation of a proof
One Month Out (May | September)
Data Warehouse
Push refreshed data set (if applicable) to AlumnIQ
Maintenance
Aggressively collect open balances
Decide whether you will keep self mod in its current operating mode or restrict changes
Printing (if applicable)
Final stock layout and order quantity approval
Planning
Schedule date for AlumnIQ post-event call
Two Weeks Out (May | September)
Prepare copy for updated confirmation blurb to ride along with conf resend
this could include attire/weather notes and other timely FYI notes
Week Of Event
Data Warehouse
Push final refreshed data set (if applicable) to AlumnIQ
Communications
AlumnIQ can resend your confirmation email if desired
Printing (if applicable)
AlumnIQ will share printed sample name tags
During your event
Monitor remote check in use
Adjust central check in staffing based on overall check in statistics
Week After
Ensure self mod is closed
Clean up missed check ins
Settle all open balances (including refunds)
Notify AlumnIQ when the books are 'cloed'
Month After
Hold recap/debrief call to capture notes for next year